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WisdomTree US SmallCap Earnings Fund

116 hedge funds and large institutions have $360M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
41
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.1M 1,303,838 -48,021 -4%
SWM
2
SVA Wealth Management
Wisconsin
$40.8M 1,130,755 +78,276 +7%
UBS Group
3
UBS Group
Switzerland
$33.4M 923,680 +116,391 +14%
Bank of America
4
Bank of America
North Carolina
$30.4M 842,698 +166,685 +25%
LW
5
Linscomb Wealth
Texas
$25.3M 700,325 +34,347 +5%
3AM
6
3D Asset Management
Connecticut
$17.4M 480,793 -6,332 -1%
Wells Fargo
7
Wells Fargo
California
$13.9M 383,895 -12,105 -3%
DLIC
8
Daido Life Insurance Company
Japan
$13M 361,352
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.7M 295,555 +39,620 +15%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$10.1M 278,780 +139,763 +101%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.67M 212,457 +34,682 +20%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.35M 203,586 +3,880 +2%
Ameriprise
13
Ameriprise
Minnesota
$6.6M 182,899 +49,513 +37%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.71M 157,998 +15,708 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.59M 154,954 -6,314 -4%
CIC
16
Cutler Investment Counsel
Oregon
$4.66M 129,056 -169 -0.1%
LPL Financial
17
LPL Financial
California
$4.4M 121,877 +8,212 +7%
DC
18
Davenport & Co
Virginia
$4.1M 113,588 +55,749 +96%
SAM
19
Smithbridge Asset Management
Pennsylvania
$3.13M 86,565 +86,565 New
RJA
20
Raymond James & Associates
Florida
$2.92M 80,933 +11,641 +17%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.82M 77,954 +17,074 +28%
UBS AM
22
UBS AM
Illinois
$2.56M 70,890
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$2.55M 70,637 +3,003 +4%
CANC
24
Culbertson A N & Co
Virginia
$2.44M 67,629 -2,715 -4%
KLI
25
Kelman-Lazarov Inc
Tennessee
$2.44M 67,466 -3,624 -5%